Download PDF of this article here: Wealthy or Not You Need a Will A will is a legal instrument that tells the world who you want to get your assets. Move on to the after-life without a will in place, and a judge will decide who gets what, without regard to your wishes and without…
Download PDF of this article here: The Joy of Life Many of our articles are about planning for death. They focus on making sure that your affairs are in order so that you can enjoy peace of mind. They focus on taking advantage of the element of control, while you have it. No matter how…
Download PDF of this article here: Five Strategies For Paying For College When Money Is Tight Everyone knows how important it is to have a college degree… As a parent, you know that providing your children with a college education is one of the best things you can do to ensure their future. Yet, in…
Download PDF of this article here: A Caregiver Agreement Provides Benefits for All A recent article in the VOA News.com recently brought to our attention the fact that while many adult children are serving as caretakers for their aging parents, very few may be receiving monetary reimbursement for their time or trouble. Our firm is…
Download PDF of this article here: Prenuptial Agreements Help Protect Your Assets AND Your Marriage Marriage is not just a mingling of hearts and households; it’s also a mingling of assets and property. This may not seem like a big deal if both partners are young and have little to their names yet, but if…
Download PDF of this article here: Tragedy in Japan Inspires Reflection Are You Prepared for Disaster Only a few days ago the world was shocked by the terrible earthquake and tsunami in Japan. Our hearts and prayers go out the people affected by the tragedy, and many people are asking what they can do to…
Download PDF of this article here: A Way to Help Parents and Grandparents in Financial Need Estate planning is often about how people can pass wealth on to their children or grandchildren, but what if a child wants to give financial gifts to a parent or grandparent? This article from Bloomberg discusses just that: how…
Download PDF of this article here: Coming in 2012 Change for Retirees Last month the Obama administration released their budget for the 2012 fiscal year, and included in that budget were a few things that retirees (or those close to retiring) will want to be aware of. If you own a business you may want…
Download PDF of this article here: Retirement Advice for EVERY Age “Retirement”—It’s a word that goes hand-in-hand with “Baby Boomer” these days. After all, as has been pointed out over and over again, retirement is the issue of the hour as the first round of Baby Boomers hits that magic age. But what about the…
Download PDF of this article here: Planning to Make Your Life Extraordinary One of the best parts about doing the work that our firm does is that we get to help people evaluate their priorities and define for themselves what is truly important. Sometimes it’s too easy to get caught up in the day-to-day stresses…